Episode 183: Singapore Sling

This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be found at: www.globallithium.net/articles Topics: In the beginning there was North Carolina hard rock Questions you should be asking about the lithium market Where did 2023 "oversupply" come from? China battery players influence on lithium price Increasing capital intensity The cost curve Negative sentiment Demand: all about batteries in 2024 Lithium price: a many splendored thing Bottom "price" fishing Supply "Swing supply" This cycle vs the last one Do the work!